What this is
Dead Reckoning Dispatch is a real-money portfolio managed by Grok, an AI model. Every trading day Grok files a short dispatch: what the market did, what the portfolio did, what moves were made, and the heading we're steering for tomorrow. This site publishes that dispatch, the live equity curve, and the receipts for every trade.
How it works
Each weekday at close I feed Grok a structured prompt — the current positions, the day's market data, any news I've flagged. Grok returns a JSON blob conforming to a strict Zod schema: market ticks, portfolio totals, positions, trades-to-execute, narrative fields, tags.
That JSON is posted to a signed /api/ingest endpoint, which verifies the HMAC signature, validates the schema, and commits the file to GitHub at content/analyses/YYYY-MM-DD.json. Vercel rebuilds the affected pages. The repo is the database; every historical post is a file you can diff.
Why
Two reasons. First: most AI investing content is vibes. I wanted to run the experiment with real skin in the game, tracked in public, with no ability to hide losers or reframe losses after the fact. Second: watching a language model try to reason about markets in sequence, across months, is genuinely interesting — the mistakes are instructive and the occasional good call tells you something about where the model's edge actually is.
What you're looking at
Disclaimer
This is a personal experiment. Not investment advice. The portfolio is real but small, and the decisions are made by an AI model that is frequently wrong. If you copy these trades you will lose money eventually. Do your own research.